ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,655 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 18,923 Value ($000) $479 Avg Close — Range —
Q2 2025
Shares 17,928 Value ($000) $451 Avg Close — Range —
Q1 2025
Shares 18,222 Value ($000) $455 Avg Close — Range —
Q4 2024
Shares 16,787 Value ($000) $415 Avg Close — Range —
Q3 2024
Shares 16,767 Value ($000) $422 Avg Close — Range —
Q2 2024
Shares 15,030 Value ($000) $368 Avg Close — Range —
Q1 2024
Shares 15,114 Value ($000) $370 Avg Close — Range —
Q4 2023
Shares 35,300 Value ($000) $864 Avg Close — Range —